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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,022 | $99,079+21.1% | $78,002+53.9% | $273,972-56.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 2.68% | 217.93%-215.3pp | 425.99%-423.3pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,526 | $4,306-41.3% | $3,497-27.8% | $5,287-52.2% |
| Admin fee / account holder | $32,710 | $8,954+265.3% | $5,481+496.8% | $10,133+222.8% |